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1,697 hedge funds and large institutions have $93.3B invested in Chubb in 2024 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 592 increasing their positions, 650 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 70

39% more funds holding in top 10

Funds holding in top 10: 3650 (+14)

30% more call options, than puts

Call options by funds: $480M | Put options by funds: $369M

13% more capital invested

Capital invested by funds: $82.5B → $93.3B (+$10.8B)

6% more funds holding

Funds holding: 1,5991,697 (+98)

0.59% less ownership

Funds ownership: 89.47%88.88% (-0.59%)

9% less repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 650

Holders
1,697
Holders Change
+98
Holders Change %
+6.13%
% of All Funds
24.44%
Holding in Top 10
50
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+38.89%
% of All Funds
0.72%
New
189
Increased
592
Reduced
650
Closed
70
Calls
$480M
Puts
$369M
Net Calls
+$111M
Net Calls Change
+$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
276
Oak Associates
Ohio
$18.2M +$246 +1 +0%
NA
277
NewEdge Advisors
Louisiana
$17.7M -$1.83M -7,430 -10%
Janus Henderson Group
278
Janus Henderson Group
United Kingdom
$17.6M -$683K -2,779 -4%
NI
279
Nepsis Inc
Minnesota
$17.5M +$430K +1,749 +3%
Axa
280
Axa
France
$17.4M +$978K +3,978 +6%
IMRF
281
Illinois Municipal Retirement Fund
Illinois
$17.2M -$2.01M -8,172 -11%
RRAM
282
River Road Asset Management
Kentucky
$17.1M -$4.27M -17,359 -21%
CIS
283
Connors Investor Services
Pennsylvania
$17.1M -$646K -2,627 -4%
GI
284
Gradient Investments
Minnesota
$17.1M -$1.54M -6,267 -9%
WAM
285
Weiss Asset Management
Massachusetts
$16.7M +$15.8M +64,412 New
PR
286
Payden & Rygel
California
$16.7M +$73.8K +300 +0.5%
PRIG
287
Payden & Rygel Investment Group
California
$16.7M +$15.8M +64,370 New
Mirae Asset Global Investments
288
Mirae Asset Global Investments
South Korea
$16.6M +$2.64M +10,745 +17%
Cetera Investment Advisers
289
Cetera Investment Advisers
Illinois
$16.6M +$11.3M +45,871 +252%
Public Sector Pension Investment Board (PSP Investments)
290
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.5M +$20.4K +83 +0.1%
BBHC
291
Brown Brothers Harriman & Co
New York
$16.1M -$840K -3,416 -5%
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$16M +$3.27M +13,292 +27%
TTWM
293
TCV Trust & Wealth Management
Virginia
$15.9M -$501K -2,036 -3%
UC
294
Unio Capital
New Jersey
$15.9M +$1.34M +5,461 +10%
CGPCS
295
Capital Group Private Client Services
California
$15.6M -$32M -130,287 -68%
QC
296
Quadrature Capital
United Kingdom
$15.5M +$14.7M +59,801 New
AssetMark Inc
297
AssetMark Inc
California
$15.5M +$636K +2,588 +5%
AAIM
298
Asset Advisors Investment Management
Georgia
$15.2M +$1.6M +6,495 +12%
CAPTRUST Financial Advisors
299
CAPTRUST Financial Advisors
North Carolina
$15.2M -$3.92M -15,934 -21%
X
300
Xponance
Pennsylvania
$14.9M +$1.15M +4,688 +9%

CB Hedge Fund Activity: Q1 2024 in Review

1,697 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2024, worth a combined $93.3B — up 13% from $82.5B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new CB positions and 70 closed out — a net gain of 119 holders — while 592 added to existing stakes and 650 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $1.43B. The largest seller was Wellington Management Group, cutting an estimated $1.49B.

  • 1,697 institutional investors held Chubb (CB) as of Q1 2024, up from 1,599 in Q4 2023.
  • Funds reported $93.3B of Chubb stock for Q1 2024, up 13% quarter-over-quarter.
  • 189 funds opened new Chubb positions in Q1 2024 and 70 closed out, a net change of +119 holders.
  • The largest Chubb buyer in Q1 2024 was Berkshire Hathaway, an estimated $1.43B added.
  • The largest Chubb seller in Q1 2024 was Wellington Management Group, an estimated $1.49B sold.

Based on aggregated 13F filings for Q1 2024.